Education & Examination


Welcome to the Financial Planning Association of Malaysia (FPAM), where we pave the way for excellence in financial planning through our comprehensive examination and education programs. As a dedicated professional in the realm of financial planning, you are invited to embark on a transformative journey toward becoming a Certified Financial Planner (CFP) or an Islamic Financial Planner (IFP) with us.

Our CFP program is designed to elevate your expertise to new heights, providing a rigorous curriculum that covers a broad spectrum of financial planning topics. Whether you are looking to enhance your skills, gain a competitive edge in the industry, or pursue a designation that sets you apart, our CFP program is tailoured to meet your professional aspirations. Join a community of driven individuals committed to upholding the highest standards of financial planning and embark on the path to CFP certification with FPAM.

For those with a specific interest in Islamic finance, our IFP program offers a specialised curriculum that integrates Islamic principles with modern financial planning concepts. Immerse yourself in a unique educational experience that combines traditional wisdom with contemporary financial strategies, enabling you to navigate the complex landscape of Islamic finance confidently. As an IFP candidate, you will not only expand your knowledge but also contribute to the growth of ethical and Sharia-compliant financial practices.

At FPAM, we recognise that education is a lifelong journey. Our examination and education programs are not just milestones; they are stepping stones toward continuous professional growth and success. With a faculty of seasoned experts and a commitment to cutting-edge learning methodologies, we ensure that our candidates are well-prepared to excel in their respective fields.

Join FPAM in setting the standard for excellence in financial planning. Whether you’re pursuing the Certified Financial Planner or Islamic Financial Planner designation, our programs provide a solid foundation for your professional journey. Elevate your career, expand your horizons, and join a community dedicated to advancing the field of financial planning through knowledge and expertise.

For more information, please contact our team at examination@fpam.org.my

About CFP Professional

Examination Format for CFP Certification Examination

Module 1 75 Objective Questions to be completed in 3 hours
Module 2 75 Objective Questions to be completed in 3 hours
Module 3 75 Objective Questions to be completed in 3 hours
Module 4 Paper 1 60 Objective Questions to be completed in 3 hours
Module 4 Paper 2 Prepare a Financial Plan based on case study to be completed in 3 hours

About Islamic Financial Planner (IFP)

IFP Entry Requirements

Full Fledged (all Modules)

  • Minimum requirement: Degree in any field
Challenge Status
  • Certified Financial Planner (CFP) holders
  • Other professional certificates e.g. Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Islamic Finance Professional (CIFP) or equivalent with 3 years’ experience
  • Bachelor’s degree holder in any discipline with 5 years of minimum experience in Islamic financial services industry.IFP

Education Providers

CFP Certification Provider

All candidates must be enrolled to the CFP Certification Course with our approved Education Providers.

Klang Valley

TAR UNIVERSITY OF MANAGEMENT & TECHNOLOGY (TAR UMT)

Address: Centre for Continuing and Professional Education
Jalan Genting Kelang, Setapak, 53300 Kuala Lumpur
Tel: 03-4145 0170 (Direct Line), 03-4145 0123 ext: 3510 (Mr. James Lee), ext: 3516 (Ms. Lee)
Email: cpe@tarc.edu.my

IFPA Resources SDN BHD (IFPA)

Address : SEGi College Subang Jaya ,5th Floor, Persiaran Kewajipan USJ 1, 47600 UEP Subang Jaya
Tel: 010-3130303 (Jazlena)
Email: jazlena@segi.edu.my
Website: www.ifpa.com.my

Universiti Tunku Abdul Rahman, Sungai Long Campus

Address: Centre for Corporate and Community Development
Jalan Sungai Long, Bandar Sungai Long
Cheras, 43000 Kajang, Selangor Darul Ehsan
Tel: 03-9019 8088 (Direct Line)
Email: cccd@utar.edu.my
Website:  https://cccd.utar.edu.my/Certified-Financial-Planner–CFP–Certification-Programme.php
Facebook: facebook.com/UTARCCCD
Twitter: https://twitter.com/CccdUtar
LinkedIn: https://www.linkedin.com/in/utar-cccd/

Bridge Arrow Sdn Bhd

Address: A1-08-3, Bukit Utama 1,
No. 3, Changkat Bukit Utama, PJU 6 Bandar Utama,
47800 Petaling Jaya, Selangor Darul Ehsan, Malaysia.
Tel: 03 7713 3270
WhatsApp: 012 797 7100
Email: start@bridge.com.my
FB: www.facebook.com/MyCFP/
Website: www.bridge-arrow.com.my

Max Wealth Education Sdn Bhd (1160333-K)

Address: No.24B, 2nd Floor, Jalan SS21/35, Damansara Utama
47400 Petaling Jaya, Selangor
Tel: 019-3518829 / 019-3548829
Email: mwealth.edu@gmail.com
FB: https://www.facebook.com/cfp.mwe
Website: https://maxwealth-edu.my

Universiti Putra Malaysia

Universiti Putra Malaysia
Address: MyAgeing™ Financial Literacy and Educational Hub (MyFiLE), Malaysian Research Institute on Ageing, Universiti Putra Malaysia, 43400 UPM Serdang, Selangor Darul Ehsan
Tel: 010-2316174 (Ms Ainul) / 03-97692758 Fax: 03-97692738 / 2744
Email: myfile@upm.edu.my
Website: https://myfile.upm.edu.my
Facebook Page: https://www.facebook.com/MyFiLEHub

SUNWAY COLLEGE KUALA LUMPUR
Address: Victoria University Undergraduate Programme, No. 2, Jalan Universiti, Bandar Sunway, 47500 Selangor Darul Ehsan, Malaysia.
Email Address: umadeviu@sunway.edu.my
Tel. No.: 03 5638 7176 / 03 7491 8622

Pulau Pinang

GAMBANG BERLIAN Powered by DISTED College (1177621-U)
Address: DISTED College, 340 Macalister Road, 10350 Georgetown Penang
Tel: 04-229 6578 (ext. 113)
Fax: 04-226 6403
Email: training@disted.edu.my
Website: https://www.disted.edu.my/gambang-berlian/
Contact: Miss Noor Azleen

TUNKU ABDUL RAHMAN UNIVERSITY OF MANAGEMENT AND TECHNOLOGY (TAR UMT, Penang Branch)
Address:  77, Lorong Lembah Permai Tiga,11200 Tanjong Bungah, Pulau Pinang, Malaysia.
Tel: 04-899 5230 (ext. 122)
Fax: 04-8998219
Email: cpepg@tarc.edu.my
Website: https://tarc.edu.my/penang/a/cpe/cpe-short-courses/

WEALTHGO PLUS SDN. BHD.
Address: 105-08-01 Hexagon Tech Park
Jalan Gurdwara, George Town
10300 Penang
Email: enquiry@wealthgoplus.com
Website: https://www.wealthgoplus.com/
Contact: 012 428 8098 Ms Elena Yeoh

Perak

Universiti Tunku Abdul Rahman, Kampar Campus
Address: Centre for Corporate and Community Development
Jalan Universiti, Bandar Barat, 31900 Kampar, Perak
Tel: 05-468 8888 ext. 2568 (Mr. Kingsley)
Fax: 05-466 7796
Email: yeancc@utar.edu.my
Website: https://cccd.utar.edu.my/Certified-Financial-Planner–CFP–Certification-Programme.php
Facebook: facebook.com/UTARCCCD
Twitter: https://twitter.com/CccdUtar
LinkedIn: https://www.linkedin.com/in/utar-cccd/

Melaka

Max Wealth Education Sdn Bhd (1160333-K)
Address: No. 11-1, Jalan KLJ 6,
Taman Kota Laksamana Jaya,
75200 Melaka.
Contact: 019-3518829 / 019-3548829
Email: mwealth.edu@gmail.com
FB: https://www.facebook.com/cfp.mwe
Website: https://maxwealth-edu.my

Sarawak

Sarawak – Vanguard Dot Biz Sdn Bhd
Address: 1464, Lorong Bayor Bukit 20, Tabuan Jaya, 93350 Kuching
Email: weehunbeen.gst@gmail.com
Contact:
Mr Wee, 012-883 9822 / 082-502298
Ms Lai Chiew Luan – 012-286 9562

Sabah

Sabah – PRACTICAL WEALTH SDN BHD
8-1, Level 8, Suria Sabah Shopping Mall
1 Jalan Tun Fuad Stephens
88000 Kota Kinabalu, Sabah
Tel: 088-366766
Fax: 088-366501
Mobile: 010-9551800
E-mail: practical.wealth138@gmail.com

Johor

Max Wealth Education Sdn Bhd (1160333-K)
Address: No. 11-1, Jalan Austin Heights 8/1,
Taman Mount Austin, 81100 Johor Bahru.
Contact: 019-3518829 / 019-3548829
Email: mwealth.edu@gmail.com
FB: https://www.facebook.com/cfp.mwe
Website: https://maxwealth-edu.my

IFPA Resources SDN BHD (IFPA-JB)
Address: 11-01, Jalan Bestari 8/2, Taman Nusa Bestari, 79150 Iskandar Puteri, Johor
Tel: 016-212 9737
Email: yonghuiyin@segi.edu.my
Website: www.ifpa.com.my

IFP Education Provider

IBFIM

Level 5, Bangunan AICB
No. 10, Jalan Dato’ Onn<
50480 Kuala Lumpur
Malaysia

IFP Learning Centre

IFPA Resources SDN BHD (IFPA)
SEGi College Subang Jaya
5th Floor, Persiaran Kewajipan USJ 1
47600 UEP Subang Jaya
Tel: 010-3130303 (Jazlena)
Email: jazlenaibrahim@segi.edu.my
Website: www.ifpa.com.my

Max Wealth Education Sdn Bhd (1160333-K)
D-05-07, Menara Mitraland, Jalan PJU 5/1
Kota Damansara 47810 Petaling Jaya
Tel: 016-2138829 / 013-2408819
Email: mwealth.edu@gmail.com
FB: https://www.facebook.com/cfp.mwe
Website: https://maxwealth-edu.my

Sabah
PRACTICAL WEALTH SDN BHD
8-1, Level 8, Suria Sabah Shopping Mall
1 Jalan Tun Fuad Stephens
88000 Kota Kinabalu, Sabah
Tel:  088-366766
Fax: 088-366501
Mobile:  010-9551800
E-mail:  practical.wealth138@gmail.com

East Coast Region
Emzek Associates

B90, Aras 2, Fasa 2, Sri Dagangan
Jalan Tun Ismail
25000 Kuantan
Pahang
Tel:  09-514 6924
Fax: 09-514 6925
E-mail:  info@emzekassociates.com

Penang
Life Academy – DISTED College
Yeap Chor Ee Campus
340 Macalister Road
10350 Penang
Tel: 04-2296579, 012-428 8098
Fax: 04-2266403
Email: lifeacademy@disted.edu.my